CPA handoff
Export bundles for your accountant. Period-locked. Reasoning trails preserved. Multiple formats so any CPA can import.
Period
- May 2026 (in progress)Open
- April 2026Closed
- March 2026Closed
- Q1 2026Closed
- FY 2025Filed
QuickBooks Online (IIF)
Importable into QBO via Banking -> File Upload. Includes chart of accounts mapping + reasoning traces as notes.
Xero (CSV)
Xero-compatible transaction CSV with our reasoning column preserved. Drop into Xero Bank Statements importer.
Plain-text journal
Beancount/hledger format. Append-only, source-readable. The most defensible export at audit time.
Working papers (PDF)
Full audit bundle: trial balance, reasoning traces per entry, source-document hashes, decision log, exception history.
Accountant access (read-only) — Phase 3
Invite your CPA to a time-locked read-only view of any closed period. They see the trial balance + reasoning + working papers + ask the agent questions, but cannot modify your books. Closes the loop without giving them write access.